Trending
Tree map
Stacked
Scatter
Network
Map
Fund Manager Reports
Learn about the top fund managers in the U.S. stock market through reports generated from Form 13F.
Form 13F is a quarterly report that institutional investment managers in the U.S. are required to file with the Securities and Exchange Commission (SEC) if they manage over $100 million in assets. These filings provide insights into institutional managers' investment holdings, revealing the composition of their portfolios, market positions, and strategic trends.
$70T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
PARK CIRCLE CO
$108M
Top holdings
1
ABBVIE INC
$14.3M
2
TRAVELERS COMPANIES INC
$11.5M
3
VERIZON COMMUNICATIONS INC
$8.6M
LEGACY SOLUTIONS, LLC
$108M
Top holdings
1
SPDR SERIES TRUST
$24M
2
ISHARES TR
$17.1M
3
SPDR INDEX SHS FDS
$12M
INVESTORS PORTFOLIO SERVICES LLC
$108M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$22.2M
2
FIRST TR EXCHNG TRADED FD VI
$17M
3
GOLDMAN SACHS ETF TR
$9.65M
HEIGHTS POINT MANAGEMENT, LP
$108M
Top holdings
1
ENVIRI CORP
$16M
2
MERCURY SYS INC
$8.89M
3
PERFORMANCE FOOD GROUP CO
$6.13M
SFAM, LLC
$108M
Top holdings
1
ISHARES TR
$43.5M
2
VANGUARD INDEX FDS
$32.3M
3
SPDR SERIES TRUST
$8.47M
HEFFERNAN ADVISORY, INC
$108M
Top holdings
1
DIMENSIONAL ETF TRUST
$96.4M
2
LEGG MASON ETF INVT
$3.83M
3
ISHARES TR
$2.53M
LAWOOD & CO
$108M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$7.39M
2
VANGUARD INDEX FDS
$6.1M
3
CORNING INC
$5.91M
HAVEN CAPITAL GROUP, INC.
$108M
Top holdings
1
BROADCOM INC
$23M
2
APPLE INC
$10.4M
3
NVIDIA CORPORATION
$8.4M
VERUS WEALTH MANAGEMENT, LLC
$108M
Top holdings
1
ISHARES TR
$24.4M
2
VANGUARD SCOTTSDALE FDS
$17.5M
3
VANGUARD INDEX FDS
$12.8M
21 WEST WEALTH MANAGEMENT LLC
$108M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$22.7M
2
ISHARES TR
$20.4M
3
VANGUARD INDEX FDS
$12.1M
BANNERSTONE CAPITAL MANAGEMENT, LLC
$108M
Top holdings
1
CELESTICA INC
$11.2M
2
PALANTIR TECHNOLOGIES INC
$5.36M
3
NVIDIA CORPORATION
$5.31M
CENTRAL ASSET INVESTMENTS & MANAGEMENT HOLDINGS HK LTD
$108M
Top holdings
1
SANDISK CORP
$25.2M
2
WESTERN DIGITAL CORP
$19.9M
3
MICRON TECHNOLOGY INC
$17.2M
URSA FUND MANAGEMENT, LLC
$108M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$32.5M
2
PENUMBRA INC
$27.8M
3
SPDR SERIES TRUST
$13M
BEDMINSTER, LLC
$107M
Top holdings
1
ISHARES TR
$48.3M
2
BLACKROCK ETF TRUST
$18.1M
3
STATE STR SPDR S&P 500 ETF T
$9.23M
WESTBRIDGE CAPITAL MANAGEMENT, LLC
$107M
Top holdings
1
FRESHWORKS INC
$107M
INTENTIONAL WEALTH STRATEGIES, LLC
$107M
Top holdings
1
VANGUARD INDEX FDS
$18.6M
2
ISHARES TR
$14.4M
3
BLACKROCK ETF TRUST
$13.6M
ACCUVEST GLOBAL ADVISORS
$107M
Top holdings
1
STRATEGY INC
$8.75M
2
APPLE INC
$6.39M
3
ALPHABET INC
$6M
LRT CAPITAL MANAGEMENT, LLC
$107M
Top holdings
1
EXPONENT INC
$3.97M
2
SELECTIVE INS GROUP INC
$3.88M
3
SPDR GOLD TR
$3.27M
SKYKNIGHT CAPITAL, L.P.
$107M
Top holdings
1
ADAPTHEALTH CORP
$102M
2
LIBERTY GLOBAL PLC
$5.03M
ELEVATION ADVISORY PARTNERS LLC
$107M
Top holdings
1
NVIDIA CORPORATION
$23.4M
2
VANGUARD WHITEHALL FDS
$12.9M
3
APPLE INC
$6.55M
